Atlas Asset Management LLC

Overview

Atlas Asset Management LLC is an SEC registered investment adviser based in Guaynabo, PR, registered since 2015. It reports $701M in assets under management across 19 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$701M

Discretionary

56%

Accounts

19

Average account

$36.9M

Employees

3

Advisory reps

3

Registered since

2015

Jurisdictions

1

As reported in the firm's December 2025 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Management for Investment Companies
• Portfolio Management for Businesses or Institutional Clients

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Investment Companies

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 3

• Paul X Hopgood Morales President, Chief Compliance Officer CRD 4850093
• Ana Rosa Suarez Pesante Chief Compliance Officer CRD 2663475
• Pedro Gonzalez-Cerrud Vice President CRD 1773613

Advisory reps 3 of 3

• Pedro Gonzalez-Cerrud Investment Adviser Rep CRD 1773613
• Paul X Hopgood Morales Investment Adviser Rep CRD 4850093
• Ana Rosa Suarez Investment Adviser Rep CRD 2663475

Location

Headquarters

40 Carr 165 Ste 201 Ofc
Guaynabo, PR 00968

County

Guaynabo

Metro area

San Juan-Bayamon-Caguas, PR

Registrations

• SEC registered
• Registered in 1 jurisdiction
• Website: atlasam.com

Every state, with registration dates

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